Franklin Resources
AX icon

Franklin Resources’s Axos Financial AX Stock Holding History

Franklin Resources’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.2M Buy
754,994
+299,833
+66% +$27.3M 0.02% 571
2025
Q4 		$39.2M Buy
455,161
+40,983
+10% +$3.38M 0.01% 719
2025
Q3 		$35.1M Buy
414,178
+275,191
+198% +$24M 0.01% 766
2025
Q2 		$10.6M Sell
138,987
-12,523
-8% -$846K ﹤0.01% 1111
2025
Q1 		$9.78M Buy
151,510
+18,704
+14% +$1.27M ﹤0.01% 1110
2024
Q4 		$9.28M Sell
132,806
-10,527
-7% -$769K ﹤0.01% 1149
2024
Q3 		$9.3M Sell
143,333
-30,894
-18% -$2.03M ﹤0.01% 1156
2024
Q2 		$9.96M Buy
174,227
+152
+0.1% +$8.27K ﹤0.01% 1079
2024
Q1 		$9.41M Buy
174,075
+146,709
+536% +$7.72M ﹤0.01% 1102
2023
Q4 		$1.49M Sell
27,366
-28
-0.1% -$1.17K ﹤0.01% 1495
2023
Q3 		$1.04M Sell
27,394
-37
-0.1% -$1.56K ﹤0.01% 1610
2023
Q2 		$1.08M Buy
+27,431
New +$1.06M ﹤0.01% 1618

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return